Breakingviews - Blue Owl Offers Insight on the Challenges Facing Private Credit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 19 2025
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Source: Reuters
Blue Owl's Market Struggles: Blue Owl Capital has seen its shares drop over 40% this year due to concerns over loose underwriting standards and the impact of U.S. tariffs, affecting publicly traded non-bank lenders.
Investment Fund Issues: The company is facing challenges with its business development companies (BDCs), as investors are moving away from its funds, leading to a significant discount on their net asset values.
Merger Plans: To address these issues, Blue Owl has announced plans to merge its BDCs and implement measures such as gating redemptions for OBDC II to stabilize its funds.
Concerns Over Future Risks: Despite not being directly affected by recent market collapses, there are growing worries about potential overheating in the private credit sector, particularly related to investments in artificial intelligence.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for META is 824.71 USD with a low forecast of 655.15 USD and a high forecast of 1117 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 738.310
Low
655.15
Averages
824.71
High
1117
Current: 738.310
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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